About this Event
You’ve heard the saying, if you fail to plan then you’re planning to fail. Planning is a key element to financial wellness, whether it be for your retirement or for your legacy. In this class, we’ll cover the ins and outs of planning for retirement and the different types of accounts to get you there, including pension plans. We will also cover an often overlooked element of financial wellness, estate planning.
*Investment products are not FDIC insured, not bank guaranteed, and may lose value.